The Alternative Investment Trading, Senior Representative role will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy will be must for this role. The Senior Representative will be required to deal with high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The Senior Representative will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. The ideal candidate will be responsible for having the technical expertise to respond to inquiries related to transaction processing as well as be detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing.

The Expertise and Skills You Bring

• College degree preferred
• 2+ years brokerage operations experience, or 5+ work related experience is preferred
• Prior experience with the alternative investment product is preferred
• Mutual fund operations experience will be considered in lieu of alternative investment experience.
• Ensure alternative investment policy and procedures are followed and paperwork requirements are met
• Ability to process alternative investment subscription, redemption and transfer transactions
• Strong organization and time management skills
• Strong problem-solving skills
• Ability to write clear and concise communication to internal and external business partners
• Track and supervise outstanding issues and provide timely updates
• High accuracy transaction processing
• Passion for customer service